$2.8 trillion
In invested assets globally
As of 06/30/2022
SR Wealth Management Group provides a diverse clientele of business owners, corporate executives, professionals and affluent families with personalized financial planning and portfolio management in every market condition. Our expanded and highly experienced team is singularly dedicated to understanding your distinct financial needs and working to protect the lifestyle you have so carefully built.
As you face life’s most important questions, we will help you explore opportunities to grow and protect what you have built over time. Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management focused entirely on you, your family and your business.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
What do you want to accomplish with your wealth?
Our financial planning approach seeks to understand your individual needs and make sure that your financial decisions reflect both short-term desires and long-term goals.
Does a financial plan cover more than my investments?
Yes. When we build a comprehensive financial plan, we start by listening and learning about you. Our goals-based approach to planning can help you see the connections between all aspects of your financial world, including insurance and liability, banking, lending, trust and estate, and philanthropy.
Will my family be protected and prepared for the future?
We look at all the areas of your family’s life— everything from retirement planning to education funding, supporting aging parents and long-term care planning. We are keenly attuned to helping you protect the financial independence of your entire family, structuring a deliberate and meaningful family legacy and directing capital to reflect your values.
What about estate planning and the impact on my taxes?
If maximizing what you pass on to your heirs is a primary consideration, we offer strategies that are appropriate to your unique situation. Your investing success and rates of return should always be considered on an after-tax basis. By working with your tax professionals, we can help take measures that may minimize the drag of taxes.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
